Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-17
NJ RA APPROVED 2025-03-11
NY RA APPROVED 2025-03-11
  • TX RA
    APPROVED
    Since 2026-06-17
  • NJ RA
    APPROVED
    Since 2025-03-11
  • NY RA
    APPROVED
    Since 2025-03-11

Branch Locations

4 Wilsey Square Suite 2, Ridgewood, NJ 07450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities ,Llc Brooklyn NY 09/2011 Present
New York Life Ins Co Brooklyn NY 05/2010 Present
Concierge Insurance Services Ridgewood NJ 04/2021 Present
Thrive Financial Services & Insurance Solutions, Llc Ridgewood NJ 08/2023 Present
Eagle Strategies Llc Ridgewood NJ 03/2025 Present
  • 09/2011 → Present
    Nylife Securities ,Llc
    Brooklyn, NY
  • 05/2010 → Present
    New York Life Ins Co
    Brooklyn, NY
  • 04/2021 → Present
    Concierge Insurance Services
    Ridgewood, NJ
  • 08/2023 → Present
    Thrive Financial Services & Insurance Solutions, Llc
    Ridgewood, NJ
  • 03/2025 → Present
    Ridgewood, NJ
Other Businesses

[Property and Casualty Sales; P&C Insurance Brokerage I still have to pass the exam, so my start date is anticipated; 4 Wilsey Square, Suite 8, Ridgewood, NJ 07450; Start Date 04/2019; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [EVIENAT Vermont LLC; Rental Property. I'm buying a 1/4 share of a property at a ski resort and I may rent it out from time to time; 242/244 Qtr II Jackson Gore Inn, Ludlow, VT 05149; Start Date 02/2021; Role/Title: Owner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CONCIERGE INSURANCE SERVICES FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; RIDGEWOOD, NJ; START DATE: 04/2021] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 4 Wilsey Square, Suite 2; Ridgewood, NJ 07450; Start Date 07/2023; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Owner, agent, registered rep] [OPERATING UNDER THE DBA NAME OF Thrive Financial Services & Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; Ridgewood NJ; START DATE: 08/2023]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2013-08-14
  • S65 Uniform Investment Adviser Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2013-08-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ridgewood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor